--- title: "Create User Journey" slug: "create-user-journey" updated: 2026-08-06T19:33:56Z published: 2026-08-06T19:33:56Z canonical: "support.whatfix.com/create-user-journey" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Create User Journey Whatfix helps you create User Journeys to visualize paths end users take in the application to complete tasks. Analyze the data to determine if their journey follows an optimal path and filter users based on country, city, browser, and more. > [!NOTE] > Info: > > Ensure that you [create User Actions](/product-analytics/docs/creating-a-user-action) or [Autocaptured events (Beta)](/product-analytics/docs/identify-name-and-track-autocaptured-events) before using them to visualize the User Journey. Expand the following accordions for more details: **Create a User Journey with the Start point** Use the following steps to create a User Journey with the Start point: 1. On the [Whatfix Analytics dashboard](/product-analytics/docs/how-can-i-access-the-product-analytics-dashboard), click **Insights**. ![pa_click_insights_left_pane.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_click_insights_left_pane.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 1. Click **Create Insight**. ![pa_click_create_insight.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_click_create_insight.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 2. Select **User Journey** from the dropdown. ![pa_click_user_journey.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_click_user_journey.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 3. Click the **Give your insight a name** text box and enter a name for your Insight. ![uj_edit_name.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/uj_edit_name.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 4. Click the **Description** text box and enter a description that explains the purpose of the User Journey. ![uj_edit_description.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/uj_edit_description.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) Info: - The **Description** gives you context about the created Insight when added to a [Dashboard](/product-analytics/docs/dashboards-1). - It also enables other stakeholders to understand what data the Insight depicts while viewing Dashboards created by other team members. 1. From the **Select user type** dropdown, choose whether to analyze data for **All users**, **Identified users**, or **Anonymous users**. ![user_journey_select_user_type_dropdown.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/user_journey_select_user_type_dropdown.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) Note: - By default, Insights data might contain identified (users identified by User ID) and unidentified (users not identified but denoted by Anonymized Whatfix IDs) users. - The **Event identification rate** indicates the percentage of events Whatfix is able to attribute to uniquely identified users. ![insights_event_identification_rate.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/insights_event_identification_rate.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) - For more information on filtering users and understanding the Event identification rate, see [How can I filter unidentified users in Insights?](/product-analytics/docs/how-can-i-filter-unidentified-users-in-product-analytics) 1. To choose a starting point for visualizing the path end users take, choose the **Start** option. ![choose_start_in_user_journey.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/choose_start_in_user_journey.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 2. To add the User Action for visualizing the User Journey, click **Select Start point**, and then click **Custom events**. > [!WARNING] > Note: > > To visualize User Journeys using Autocaptured events (Beta), see [Visualize Autocaptured events in User Journeys](/product-analytics/docs/visualize-autocaptured-events-in-user-journeys). 1. Select the User Action from the dropdown. ![Selecting a User Action as the Start point](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/choose_start_point_example.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) > [!NOTE] > Info: > > - The User Actions appear in the dropdown only if end users perform the action at least once. > - To add a different Start point, click **Change Start point**. ![change_start_point_user_journey.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/change_start_point_user_journey.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 1. To filter the User Journey based on certain criteria, such as browser, or country, click **Add user filter** and then select the required criteria. For example, analyze the User Journey of an end user starting from the **Log a Call** page in the USA. ![click_user_journey_add_user_filter.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_user_journey_add_user_filter.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) Info: - To exclude specific filter values for which you don't require data, see [How can I exclude filter values in Product Analytics?](/product-analytics/docs/how-can-i-exclude-values-from-user-filters) - To exclude blank filter values from your data, see [How can I exclude blank filter values in Insights?](/product-analytics/docs/how-can-i-exclude-blank-filter-values-in-insights) > [!WARNING] > Note: > > To select the stage (Ready or Production) from which you want to get User Journey data, a) Click **Add user filter**, and then click **Stage name**. b) Choose the required stage. > > For more information, see [Get Analytics Data across CLM Stages](/product-analytics/docs/get-analytics-data-across-clm-stages). > > ![Filtering Start point User Journey data by stage name](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/stage_name_user_journey_start_point.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 1. View the User Journey as a Sankey chart, as shown in the following image. ![user_journey_sankey.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/user_journey_sankey.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) The chart shows the journey of users who reached the **Log a Call - Tab** page. > [!WARNING] > Note: > > - Select a specific number of levels or actions end users progress through in the application from the starting User Action or the number of levels or actions end users progress through to reach the ending User Action. > > ![Selecting the number of levels to track in a User Journey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/levels_in_user_journey.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) > - By default, you can track 4 levels; however, you may track up to 10 levels. > - The levels of interaction include the start page. > [!NOTE] > Info: > > Click **Close** to discard the Insight. ![trend_insight_click_close_button.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_click_close_button.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 1. Click **Save**. ![trend_insight_click_save.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_click_save.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) > [!WARNING] > Note: > > - Add the User Journey to a [Custom Dashboard](/product-analytics/docs/create-dashboards). Click the icon next to the **Select user type** filter to check if the Insight is part of a Dashboard. ![uj_part_of_dashboard.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/uj_part_of_dashboard.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) > - Click **Summarize** to generate an AI summary of the User Journey. This helps you interpret the data and understand key patterns. You need to enable [Ask Whatfix AI](/product-analytics/docs/ask-whatfix-ai) to get the AI summary. > > ![Generating an AI summary of a Start point User Journey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/user_journey_in_autocapture_summarize_start_point.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) **Create a User Journey with the End point** Use the following steps to create a User Journey with the End point: 1. On the [Whatfix Analytics dashboard](/product-analytics/docs/how-can-i-access-the-product-analytics-dashboard), click **Insights**. ![pa_click_insights_left_pane.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_click_insights_left_pane.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 1. Click **Create Insight**. ![pa_click_create_insight.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_click_create_insight.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 2. Select **User Journey** from the dropdown. ![pa_click_user_journey.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_click_user_journey.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 3. Click the **Give your insight a name** text box and enter a name for your Insight. ![uj_edit_name.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/uj_edit_name.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 4. Click the **Description** text box and enter a description that explains the purpose of the User Journey. ![uj_edit_description.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/uj_edit_description.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) Info: - The **Description** gives you context about the created Insight when added to a [Dashboard](/product-analytics/docs/dashboards-1). - It also enables other stakeholders to understand what data the Insight depicts while viewing Dashboards created by other team members. 1. From the **Select user type** dropdown, choose whether to analyze data for **All users**, **Identified users**, or **Anonymous users**. ![user_journey_select_user_type_dropdown.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/user_journey_select_user_type_dropdown.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 2. To track the path end users take to reach a specific end point, choose the **End** option. ![choose_end_in_user_journey.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/choose_end_in_user_journey.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 3. To add the User Action, click **Select End point**, and then click **Custom events**. > [!WARNING] > Note: > > To visualize User Journeys using Autocaptured events (Beta), see [Visualize Autocaptured events in User Journeys](/product-analytics/docs/visualize-autocaptured-events-in-user-journeys). 1. Select the User Action from the dropdown. ![Selecting a User Action as the End point](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/choose_end_point_user_journey.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) > [!NOTE] > Info: > > - The User Actions appear in the dropdown only if end users perform the action at least once. > - To add a different End point, click **Change End point**. ![change_end_point_in_user_journey.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/change_end_point_in_user_journey.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 1. To filter the User Journey based on certain criteria, such as browser, or country, click **Add user filter** and then select the required criteria. For example, analyze the User Journey of an end user starting from the **Log a Call** page in the USA. ![click_user_journey_add_user_filter.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_user_journey_add_user_filter.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) Info: - To exclude specific filter values for which you don't require data, see [How can I exclude filter values in Product Analytics?](/product-analytics/docs/how-can-i-exclude-values-from-user-filters) - To exclude blank filter values from your data, see [How can I exclude blank filter values in Insights?](/product-analytics/docs/how-can-i-exclude-blank-filter-values-in-insights) > [!WARNING] > Note: > > To select the stage (Ready or Production) from which you want to get User Journey data, a) Click **Add user filter**, and then click **Stage name**. b) Choose the required stage. > > For more information, see [Get Analytics Data across CLM Stages](/product-analytics/docs/get-analytics-data-across-clm-stages). > > ![Filtering End point User Journey data by stage name](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/stage_name_user_journey_end_point.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 1. View the User Journey as a Sankey chart, as shown in the following image. ![user_journey_example.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/user_journey_example.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) The chart shows the journey of users who reach the **Log a Call - Tab** page. > [!WARNING] > Note: > > - Select a specific number of levels or actions end users progress through in the application from the starting User Action or the number of levels or actions end users progress through to reach the ending User Action. > > ![Selecting the number of levels to track in a User Journey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/levels_in_user_journey.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) > - By default, you can track 4 levels; however, you may track up to 10 levels. > - The levels of interaction include the end page. > [!NOTE] > Info: > > Click **Close** to discard the Insight. ![trend_insight_click_close_button.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_click_close_button.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) 1. Click **Save**. ![trend_insight_click_save.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_click_save.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) > [!WARNING] > Note: > > - Add the User Journey to a [Custom Dashboard](/product-analytics/docs/create-dashboards). Click the icon next to the **Select user type** filter to check if the Insight is part of a Dashboard. ![uj_part_of_dashboard.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/uj_part_of_dashboard.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) > - Click **Summarize** to generate an AI summary of the User Journey. This helps you interpret the data and understand key patterns. You need to enable [Ask Whatfix AI](/product-analytics/docs/ask-whatfix-ai) to get the AI summary. > > ![Generating an AI summary of an End point User Journey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/user_journey_autocaptured_event_summarize_end_point.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A42Z&se=2026-11-12T08%3A33%3A42Z&sr=c&sp=r&sig=x3Sgg04J0i2Su1lnxtZQo51uDpEv%2FuDsY9TKb9rYVfE%3D) Shows overall behavior and engagement for both identified and anonymous (unidentified) users. Users that Whatfix can detect and identify using a unique User ID. Users that Whatfix cannot identify. These users are denoted by the Anonymized Whatfix IDs rather than an actual User ID.